Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,453 | $88,672+39.2% | $105,223+17.3% | $82,448+49.7% |
| Participation rate | 52.6% | 67.9%-15.3pp | 75.0%-22.4pp | 68.1%-15.4pp |
| Annual return | 16.36% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $7,177 | $3,048+135.5% | $3,689+94.6% | $2,551+181.4% |
| Participant deferral / active EE | $3,884 | $4,036-3.8% | $5,072-23.4% | $4,139-6.2% |
| Admin fee / account holder | $791 | $7,146-88.9% | $8,859-91.1% | $7,234-89.1% |